YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$705K
2 +$650K
3 +$541K
4
SNA icon
Snap-on
SNA
+$427K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Sector Composition

1 Technology 14.58%
2 Financials 9.29%
3 Consumer Discretionary 6.52%
4 Healthcare 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
201
Gilead Sciences
GILD
$154B
$30K 0.01%
270
-24
SLB icon
202
SLB Ltd
SLB
$56.9B
$29.8K 0.01%
868
+50
LIN icon
203
Linde
LIN
$197B
$29.4K 0.01%
62
+41
AVSC icon
204
Avantis US Small Cap Equity ETF
AVSC
$2.11B
$28.6K 0.01%
+500
VGK icon
205
Vanguard FTSE Europe ETF
VGK
$28.9B
$28.5K 0.01%
357
DIS icon
206
Walt Disney
DIS
$199B
$28.2K 0.01%
246
-4
BDX icon
207
Becton Dickinson
BDX
$55.7B
$26.6K 0.01%
142
+12
WM icon
208
Waste Management
WM
$87.2B
$26.5K 0.01%
120
LH icon
209
Labcorp
LH
$20.9B
$26.4K 0.01%
92
HI icon
210
Hillenbrand
HI
$2.23B
$26.4K 0.01%
976
IDEV icon
211
iShares Core MSCI International Developed Markets ETF
IDEV
$23.7B
$24.6K 0.01%
+307
PFG icon
212
Principal Financial Group
PFG
$19.5B
$23.4K 0.01%
282
+34
FIS icon
213
Fidelity National Information Services
FIS
$34.2B
$23.1K 0.01%
350
ELS icon
214
Equity Lifestyle Properties
ELS
$11.9B
$23K 0.01%
379
TSM icon
215
TSMC
TSM
$1.5T
$22.3K 0.01%
80
CHD icon
216
Church & Dwight Co
CHD
$20.4B
$21.3K 0.01%
243
-8
USB icon
217
US Bancorp
USB
$84.2B
$21.2K 0.01%
438
-67
RAL
218
Ralliant Corp
RAL
$5.9B
$20K 0.01%
+457
BSMV icon
219
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$146M
$19.5K 0.01%
929
LKQ icon
220
LKQ Corp
LKQ
$7.61B
$19.2K 0.01%
630
+77
FCX icon
221
Freeport-McMoran
FCX
$70.6B
$18.6K 0.01%
474
BAH icon
222
Booz Allen Hamilton
BAH
$10.3B
$18K 0.01%
180
+20
AVDE icon
223
Avantis International Equity ETF
AVDE
$11.2B
$18K 0.01%
+228
RF icon
224
Regions Financial
RF
$24.3B
$17.5K 0.01%
664
MKC icon
225
McCormick & Company Non-Voting
MKC
$18.4B
$16.2K 0.01%
242
-21